Banks – Collapsing Credit Costs
After JP Morgan and Citigroup have confirmed our hypothesis of lower credit costs driving positive results at banks, expect this trend to continue...
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CBA - Deferred Loans Collapsing
The Commonwealth Bank of Australia's most recent update shows another way the recovery is playing out - via lower deferrals.
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ECB Dividend Action Likely Leads to Similar Moves In Asia
* ECB Potentially Killing Dividends: The European Central Bank (ECB) is likely to make a final decision next week on whether to allow banks to pay...
319 Views
Macquarie Group – Big Mac Becoming A Junior Whopper
* Poor Result:Macquarie Group (MQG.AU)[Macquarie] reported FY 2H20 results of AUD 1,274 mn, declining AUD 183 mn (12.6%) linked period. The results...
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ANZ – The Hole Has Been Dug
* Weak 1H20 Results: Australia and New Zealand Banking Group (ANZ.AU) reported a disappointing set of results, with profits declining AUD 1.2 bn...
244 Views